Eastover Investment Advisors’s iShares Expanded Tech Sector ETF IGM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-4,050
| Closed | -$273K | – | 48 |
|
|
2021
Q2 | $273K | Sell |
4,050
-324
| -7% | -$21.8K | 0.18% | 42 |
|
|
2021
Q1 | $263K | Sell |
4,374
-1,098
| -20% | -$66K | 0.19% | 42 |
|
|
2020
Q4 | $319K | Buy |
5,472
+240
| +5% | +$14K | 0.22% | 43 |
|
|
2020
Q3 | $270K | Buy |
5,232
+78
| +2% | +$4.03K | 0.21% | 43 |
|
|
2020
Q2 | $240K | Buy |
+5,154
| New | +$240K | 0.2% | 43 |
|